Forward Guidance
Een podcast door Blockworks
Categorieën:
469 Afleveringen
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Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening
Gepubliceerd: 13-1-2024 -
Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?
Gepubliceerd: 11-1-2024 -
Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation
Gepubliceerd: 8-1-2024 -
Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades
Gepubliceerd: 5-1-2024 -
Dispatches From India | Andrei Stetsenko, Partner at Farley Capital
Gepubliceerd: 4-1-2024 -
Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust
Gepubliceerd: 2-1-2024 -
The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian
Gepubliceerd: 30-12-2023 -
Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans
Gepubliceerd: 25-12-2023 -
Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par
Gepubliceerd: 21-12-2023 -
Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades
Gepubliceerd: 19-12-2023 -
Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans
Gepubliceerd: 12-12-2023 -
The Banking System Is Healing | Dan Siciliano & Michael Ericson
Gepubliceerd: 11-12-2023 -
Felix Zulauf: The End Of The Liquidity Cycle Approaches
Gepubliceerd: 7-12-2023 -
Dr. Barry Eichengreen & Joseph Wang on Dollar Dominance, “Problematic” Levels of Government Debt, Modern Monetary Theory (MMT), and Central Bank Digital Currencies
Gepubliceerd: 4-12-2023 -
Pain In Commercial Real Estate Will Be Worse Than In 2008 Great Financial Crisis, Argues Veteran Office Investor Anthony Dilweg
Gepubliceerd: 1-12-2023 -
Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact
Gepubliceerd: 29-11-2023 -
Jens Nordvig: Interest Rates Have Peaked, The U.S. Dollar Is Overvalued
Gepubliceerd: 24-11-2023 -
The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
Gepubliceerd: 21-11-2023 -
Jason Shapiro: It’s Too Early To Get Long Bonds
Gepubliceerd: 16-11-2023 -
George Robertson: The Fed Has No Control, There Will Be No Recession, and Fiscal Supremacy Will Drive Stocks To “Ponzi Stage”
Gepubliceerd: 13-11-2023
The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision. Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx
